Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 67 |
| 1 month | 0.020 | 0 | 82 |
| 3 months | 0.021 | 0 | 70 |
| 1 year | 0.084 | 0 | 74 |
| 3 years | 0.080 | 0 | 25 |
| 5 years | 0.056 | 0 | 55 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.143 | — |
| 2022 | -0.249 | — |
| 2021 | 0.296 | — |
| 2020 | 0.073 | — |
| 2019 | 0.361 | — |
| 2018 | -0.156 | — |
| 2017 | 0.233 | — |
| 2016 | 0.048 | — |
| 2015 | 0.047 | — |
| 2014 | 0.071 | — |
| 2013 | 0.305 | — |
| 2012 | 0.141 | — |
| 2011 | -0.148 | — |
| 2010 | 0.024 | — |
| 2009 | 0.267 | — |
| 2008 | -0.360 | — |
| 2007 | -0.014 | — |
| 2006 | 0.217 | — |
| 2005 | 0.314 | — |
| 2004 | 0.016 | — |
| 2003 | 0.237 | — |
| 2002 | -0.294 | — |
| 2001 | -0.258 | — |
| 2000 | 0.122 | — |
| 1999 | 0.134 | — |
| 1998 | 0.115 | — |
| 1997 | 0.459 | — |
| 1996 | 0.162 | — |
| 1995 | 0.195 | — |
| 1994 | -0.110 | — |
| 1993 | 0.469 | — |
| 1992 | 0.191 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | 0.010 | 0.018 | — |
| 2024 | 0.061 | 0.031 | 0.012 | -0.072 |
| 2023 | 0.095 | 0.022 | -0.053 | 0.078 |
| 2022 | -0.106 | -0.177 | -0.073 | 0.101 |
| 2021 | 0.068 | 0.110 | 0.003 | 0.089 |
| 2020 | -0.170 | 0.133 | 0.043 | 0.093 |
| 2019 | 0.155 | 0.080 | 0.006 | 0.085 |
| 2018 | -0.038 | 0.020 | 0.025 | -0.161 |
| 2017 | 0.096 | 0.058 | 0.030 | 0.032 |
| 2016 | -0.066 | 0.020 | 0.081 | 0.018 |
| 2015 | 0.021 | -0.019 | -0.039 | 0.087 |
| 2014 | 0.038 | 0.011 | 0.002 | 0.020 |
| 2013 | 0.130 | 0.008 | 0.081 | 0.059 |
| 2012 | 0.090 | -0.049 | 0.054 | 0.045 |
| 2011 | -0.009 | -0.050 | -0.155 | 0.072 |
| 2010 | 0.063 | -0.121 | 0.039 | 0.054 |
| 2009 | -0.102 | 0.160 | 0.193 | 0.020 |
| 2008 | -0.145 | -0.030 | -0.048 | -0.189 |
| 2007 | 0.039 | 0.039 | -0.041 | -0.048 |
| 2006 | 0.084 | -0.042 | 0.099 | 0.066 |
| 2005 | 0.040 | 0.061 | 0.103 | 0.079 |
| 2004 | 0.001 | 0.009 | -0.020 | 0.027 |
| 2003 | -0.102 | 0.175 | 0.054 | 0.111 |
| 2002 | 0.007 | -0.107 | -0.189 | -0.032 |
| 2001 | -0.161 | 0.026 | -0.233 | 0.125 |
| 2000 | 0.066 | 0.026 | 0.072 | -0.043 |
| 1999 | -0.021 | 0.018 | 0.005 | 0.131 |
| 1998 | 0.193 | 0.025 | -0.218 | 0.166 |
| 1997 | 0.147 | 0.201 | -0.001 | 0.062 |
| 1996 | 0.082 | 0.032 | -0.023 | 0.065 |
| 1995 | -0.049 | 0.127 | 0.039 | 0.073 |
| 1994 | -0.044 | -0.056 | -0.027 | 0.014 |
| 1993 | 0.082 | 0.101 | 0.048 | 0.177 |
| 1992 | 0.096 | 0.020 | -0.014 | 0.079 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.050 |
| 5 years | 0.039 |
| 10 years | 0.064 |
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